iShares S&P Mid-Cap 400 Value ETF
644 hedge funds and large institutions have $4.67B invested in iShares S&P Mid-Cap 400 Value ETF in 2022 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 231 increasing their positions, 206 reducing their positions, and 72 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less funds holding
Funds holding: →
less ownership
Funds ownership: →
less capital invested
Capital invested by funds: $ → $
23% less funds holding in top 10
Funds holding in top 10: 40 → 31 (-9)
35% less first-time investments, than exits
New positions opened: 47 | Existing positions closed: 72
Holders
644
Holding in Top 10
31
Calls
–
Puts
–
Top Buyers
| 1 | +$43.4M | |
| 2 | +$20.9M | |
| 3 | +$17.1M | |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$13.9M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$12.9M |
Top Sellers
| 1 | -$429M | |
| 2 | -$57.3M | |
| 3 | -$38.7M | |
| 4 |
AI
Accredited Investors
Edina,
Minnesota
|
-$38.4M |
| 5 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
-$32M |